Broker Check

Independent Advantage

Our clients find value in an independent advisor who will provide them with professional advice in an environment free of sales quotas and conflicts of interest.

We believe professional investment advice is critical to our clients’ financial and retirement planning, which is why Gottlieb Wealth Management is supported by the resources of LPL Financial. LPL is the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL is an enabling partner to more than 16,000 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through LPL's proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

For more information on LPL including SEC disclosures, LPL’s financials, and information on the insured cash account and potential conflicts of interest see